what’s new in oracle pbcs...• enter the new free form cube format • available as either...
TRANSCRIPT
August 22, 2019
What’s New in Oracle PBCS
Aug 2019
Steve Hitchman, Solution Director
Ahmed Hafez, Practice Manager
Steve Hitchman CIMA, Solution Director – Analytics, DXC Red Rock
• 15 years+ working with PBCS and Hyperion Planning / Essbase
• Finance background
Ahmed Hafez, Practice Manager – Analytics, DXC Red Rock
• Oracle ACE (EPM / Analytics)
• 13 years+ working with PBCS / Hyperion Planning / Essbase / OACS / BI
• Applications background
• Recently presented at the K-Scope 19 conference in Seattle
Presenters
August 22, 2019
Today’s Session
114 registrations from 58 different clients
Will be recorded
We have lots to cover
Mostly slides / some demo
We’ve included links to short videos
Ask questions via the questions box
August 22, 2019
Agenda
✓ Introduction
• What’s New
• Tips and Tricks
• What’s Coming
• Q&A
August 22, 2019 5
Oracle Continues to be the Leader
• Cloud Financial Planning and Analysis
Solutions Gartner Magic Quadrant
• Oracle has been the leader now for 10 years
straight
August 22, 2019 6
Monthly Patching Updates
• Commencing with the next update we’ll be sending all of our PBCS
Managed Services customers our summary of each months patch
update announcements
• We’re expecting some significant changes before the end of the year so
keep an eye out for our updates
• Separate to this Oracle have released a new web page that lists all the
patching related enhancements over time – link below
NEW!
https://apexapps.oracle.com/pls/apex/f?p=30828:4:108115271651360
August 22, 2019 7
Online Help and Support
• Use the online help
• Videos
• Customer connect
– Product development live here
– Great option to get traction
https://www.youtube.com/embed/bGz1PH5NqUw?rel=0&autoplay=1
August 22, 2019
Agenda
• Introduction
✓ What’s New
• Tips and Tricks
• What’s Coming
• Q&A
August 22, 2019 9
Predictive Planning - Demo
• Has been available
for quite some time
• Adoption is low
• Some significant
enhancements
• And more to come
https://www.youtube.com/watch?v=1vMBqxsMrt8
August 22, 2019 10
Smart View Update (v11.1.2.5.900)
1 2
31 2
https://www.youtube.com/watch?v=4LTDfRbfx0&autoplay=0&html5=1&app=desktop
1POV bar no
more
2 Multiple
grids on one
excel sheet
3 New submit
options
4Test
carefully
August 22, 2019
What’s New in Oracle PBCS Planning
Aug 2019
Steve Hitchman, Solution Director
Ahmed Hafez, Practice Manager
August 22, 2019 12
August 22, 2019 13
August 22, 2019 14
Licensing Changes
FINANCIALS WORKFORCE
CAPITAL PROJECTSSTRAT. MODEL
PLANNING AND BUDGETING CLOUD SERVICE (PBCS)
ENT. PERF. REPORTING
FINANCIAL CONSOLIDATION
and CLOSE
TAX PROVISION and REPORTING
ACCOUNT RECONCILIATION
PROFITABILITY and COST MGMT
DIMENSION MANAGEMENT
EACH WAS REFERRED TO AS A
CLOUD SERVICE
Option 1 - Standard Business Processes Option 2 - Enterprise
Small to mid sized organisations
Focus on pre-built content
Some limitations apply
Planning
Everything is included
Unlimited environments
Financial Consolidation and Close
Account Reconciliation
Profitability and Cost Management
Tax Reporting
Narrative Reporting
Enterprise Data Management (DRM)
ENTERPRISE PLANNING AND BUDGETING CLOUD SERVICE (EPBCS)
TAX REPORTING NARRATIVE REPORTING
ENTERPRISE DATA MANAGEMENT
PLANNING PLANNING
NOW REFERRED
TO AS BUSINESS
PROCESSES
SCENARIOMODELLING
NEW NEW
August 22, 2019 15
Licensing and Product ChangesPBCS EPBCS
Cube Types Custom Custom
Pre Built Modules
Applications / Pods Included 1 1
Custom
Cubes
Available
BSO 3 3
ASO 4 4
Free Form Not available Not available
Hybrid Available No Yes
Groovy Available No Yes
Creating / Modifying Groovy No Yes
Standard Enterprise
Custom
Pre Built Modules
Custom
Pre Built Modules
Free Form
1 Unlimited
1 Options to
extend
6
1 6
Not available 1 (will increase)
Yes Yes
Yes as part of pre
configured
modules
Yes
No Yes
Stay here or convert
NEW
NEW
NEW
Existing Customers
New Customers Here only
August 22, 2019 16
Australia
NSW Vic WA
Perth
Bunbury
Capel
Cubes
Contain
Dimensions
Dimensions can
get big Collectively dimensions
define cubes
1. Complex calculations in a very carefully
controlled orderwhich is amazing at complex calculations
2. Aggregate the data in the hierarchies in real
time
which is amazing at adding up massive
data sets in real timeASO
BSO
We want these cubes to perform
two key capabilities
The cubes have historically been
available in two types
August 22, 2019 17
ASOBSO
HYBRID
Introducing Hybrid
At the base level the BSO
functionality is used to meet
complex logic
At the aggregated data level
the ASO / in memory capability
is used
August 22, 2019 18
Hybrid Case Study –
Query Time Seconds
Calc Time (Minutes)
Cube Size / Dense Restructure Timeframe (Hours)
- Large BSO Cube (293M+ Blocks) in need of better performance
- We started with: make everything dynamic at top levels
- Which seemed great but ….
- As with anything ‘new’ time is needed to optimize
Dimension Member Count L0 %
All L0
Account 1,398 370 27%
View 18 3 17%
Period 37 17 46%
Status 18 11 61%
BA_Number 510 510 100%
BA_Line 504 504 100%
Fund 404 282 70%
Task 3,487 3,486 100%
Project 23,417 11,328 48%
Version 3 3 100%
Year 21 19 90%
Scenario 114 50 44%
Level 0 constitutes
< 0.5% of this cube
Initial Test: Make all parents Dynamic
August 22, 2019 19
Hybrid Case Study –
Dimension Member Count L0 %
All L0
Account 1,398 370 27%
View 18 3 17%
Period 37 17 46%
Status 18 11 61%
BA_Number 510 510 100%
BA_Line 504 504 100%
Fund 404 282 70%
Task 3,487 3,486 100%
Project 23,417 11,328 48%
Version 3 3 100%
Year 21 19 90%
Scenario 114 50 44%
Query Time Seconds
Calc Time (Minutes)
Cube Size / Dense Restructure Timeframe (Hours)Level 0 constitutes
< 0.5% of this cube
Resulted in Reduction of number of blocks from ~293M to ~1.8M.
We found the sweet spot was to leave largest dimension (Project)
as stored and make the rest as dynamic at parent level.
August 22, 2019 20
Free Form Cubes
• A new cube type as part of the new Enterprise license
• Cubes in PBCS have historically required dimensions
– Account, Entity, Scenario, Version, Year & Period
– Whilst this is mostly good it can be limiting (eg. Year and Period in separate dimensions, Scenario and Version in
separate dimensions)
• Enter the new Free Form Cube format
• Available as either Hybrid/BSO or ASO
• Option to Import Essbase outlines
• Build models from excel templates is coming (Q3 CY 2019)
• 1 cube for now per App – more coming (Q4 CY 2019)
August 22, 2019 21
GroovyWhat is Groovy? “Apache Groovy is a powerful, optionally typed and dynamic language, with static-
typing and static compilation capabilities, for the Java platform aimed at improving
developer productivity thanks to a concise, familiar and easy to learn syntax. It
integrates smoothly with any Java program, and immediately delivers to your
application powerful features, including scripting capabilities, Domain-Specific
Language authoring, run-time and compile-time meta-programming and functional
programming.” –from Groovy website
Summary:
• Groovy can be viewed as simplified and improved Java
• Groovy promises to Simplify the way we code
• For example: Simplified method calling, variable & method definitions,
loops and no semicolon needed for each statement.
• Custom Java / Groovy programs can be created and used to trigger
REST API direct queries
• Additional scripting capability for Oracle Planning that extends what’s
possible
Use Cases Calculation Performance
https://www.youtube.com/watch?v=_niSfmZUfiE
Data Entry Validation in PBCS
Source External Data from within PBCS
Custom Integration with PBCS Rest API
Licensing PBCS (NO), EPBCS (YES),
EPM Standard (YES), EPM Enterprise (YES))
August 22, 2019 22
Groovy – Build a Calc on the Fly
• All rows have
to be
calculated
irrespective of
update or not
• Calculate only the
rows updated
• In this example 2 of
12 rows updated –
calculation time with
groovy will be 6
times faster
August 22, 2019 23
• Check empty cells
• Negative salary
• Validate Data on
Entry
• Save time by
ensuring better
data quality
Groovy – Data Validation
August 22, 2019 24
Open Adapter to pull in FX rates
FX Public
WebServicePBCS Groovy
REST request
JSON
response
PBCS Groovy External Web Service Calls
Open Adapter to pull in data from Source Systems (recommended for small/specific data sets)
Example
ERP Cloud
WebService PBCS Groovy
REST request
JSON
response
August 22, 2019 25
Licensing and Product ChangesPBCS EPBCS
Cube Types Custom Custom
Pre Built Modules
Applications / Pods Included 1 1
Custom
Cubes
Available
BSO 3 3
ASO 4 4
Free Form Not available Not available
Hybrid Available No Yes
Groovy Available No Yes
Creating / Modifying Groovy No Yes
Standard Enterprise
Custom
Pre Built Modules
Custom
Pre Built Modules
Free Form
1 Unlimited
1 Options to
extend
6
1 6
Not available 1 (will increase)
Yes Yes
Yes as part of pre
configured
modules
Yes
No Yes
NEW
NEW
NEW
Stay here or convertExisting Customers
New Customers Here only
August 22, 2019 26
New EPM Automate Commands
1 exportAppAudit This command exports data audit records into a ZIP file, which you can download for local storage.
2 exportAppSecurity This command exports the date related to artifact-level access assignments (ACLs) to a ZIP file, which you can download for local storage.
3 mergeDataSlices This command merges all incremental data slices of an aggregate storage cube with a view to improve a cube’s performance and, optionally, removes
cells that have a value of zero.
4 restructureCube This command restructures a block storage cube to eliminate or reduce fragmentation. Restructuring also removes empty blocks, and will not push any
changes from the application to the cube.
5 ApplicationAdminMode This command places the application in administration mode so that access to the application is limited to Service Administrators only. This command
is useful to prevent users from working on the application when Service Administrators are performing administrative operations.
6 sortMember This command sorts members of Entity, Account, Scenario, and Versions dimensions and of custom dimensions. This command is useful for sorting
dimension members after loading members into Planning.
7 lagTime parameter for replay lagTime, an optional parameter, allows you to set the number of seconds that the replay command should wait between the execution of each HAR file
included in the replay file. Because user activities are not usually initiated simultaneously, setting this parameter helps to create a more realistic
simulation of load on an environment.
8 provisionReport The provisionreport command now, by default, generates the simplified version of the Provisioning Report identical to the report that is displayed on the
Provisioning Report tab of the Access Control screen. You can generate the classic version of the report, which lists the component roles that are
subsumed into the pre-defined roles to which users are assigned and the application roles assigned to the user (directly or through groups), by using
the format=classic parameter.
9 renameSnapshot Renames a snapshot available in an environment to prevent the maintenance process from overwriting it.
Customers who have small applications can use this command to archive snapshots in the environment subject to snapshot retention policies. See
Overview of the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
New functions are added from time to time, recommend upgrade of EPM Automate every 6 months.
New feature coming to upgrade snapshots to latest version of EPM Cloud!
August 22, 2019 27
Admins - New ASO Functions
1 @ILSIBLINGS Returns the specified member and its left siblings.
2 @IRSIBLINGS Returns the specified member and its right siblings.
3 @LSIBLINGS Returns the left siblings of the specified member.
4 @RSIBLINGS Returns the right siblings of the specified member.
New functions are added from time to time in Calculation Manager, recent additions are very
relevant for those that utilise ASO Plan Types
August 22, 2019 28
Reminder - Adoption of the New Browser Dimension Editor
Latest advise is during 2019 with at least
2 months notice to be provided
August 22, 2019
Agenda
• Introduction
• What’s New
✓ Tips and Tricks
• What’s Coming
• Q&A
August 22, 2019 30
Top 10 Reporting
• Variances to Budget
• Products
• Customers
• Suppliers
NONEMPTYMEMBER [BPA_COUNT]
CASE WHEN
CONTAINS(
[Supplier].currentmember,
TOPCOUNT([All_Suppliers].levels(0).Members,20,[BPA_COUNT])
)
THEN [BPA_Count]
ELSE
MISSING
END
August 22, 2019 31
The challenge:
Attribute dimensions are excellent tools for establishing descriptive
capability of a dimension member and to then enable slice and dice
capability by this attribute.
For example, a project may have an attribute of a project manager as
you would typically only have one project manager per project.
The challenge results in the administration of this, as tends to be a
manual task using the dimension editor and power is taken from the
user to change/update this themselves and becomes an admin based
task.
• Why? Gives the control to users to easily view & update
• How? Our approach relies on automation using EPM
Automate (extract and import)
PBCS
UserSmart List
Assignment Metadata
Load
Smart List
Assignment
Sample Use CasesSmart List to Attribute Conversion
Challenge Accepted:
August 22, 2019 32
PBCS Automated Smart List to Attribute ConversionIn Action
Data Extract
Data File Extract
Convert Data File Extract to
Metadata Load File
Metadata File
Update To EPM
Cloud
Metadata Load
August 22, 2019 33
PBCS Automated Smart List to Attribute ConversionCode Sample
Extract Data
Mapping
Import Metadata
Error Handling
August 22, 2019
Agenda
• Introduction
• What’s New
• Tips and Tricks
✓ What’s Coming (Safe harbour)
• Q&A
August 22, 2019 35
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New Browser User Interface
• Release has been delayed
• Expected before Christmas
• Refer to video below
https://www.youtube.com/embed/iBqlQ41usfc?rel=0&autoplay=1
August 22, 2019 37
Re Designed Forms
August 22, 2019 38
Re Designed Form Authoring / Edit
Cell specific
formatting
Cell specific
formatting
August 22, 2019 39
August 22, 2019 40
Reporting Update - Available Today
Current Adoption What’s Coming
Smartview High• Dashboards
• Navigation Flows
Dashboards Growing• Major enhancements coming
• Waterfall charts is the highlight
Infolets Very Low
Financial
ReportingLow
• Long Term Supported
• But effectively being ‘replaced’ by
Management Reporting
August 22, 2019 41
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• Automates population of EPM
content
• Built in security and workflow
• Author, Review and sign off
phases linked to roles
• Integrated with office
• Cross cloud/multi-source
reporting
Introducing Narrative Reporting
A secure, collaborative and process driven solution for Authoring, reviewing and publishing report packs containing content from
Oracle EPM data sources and beyond including commentary. Both external and internal report packs / presentations.
https://www.youtube.com/watch?v=FpYCbbTzUto
Current State for Most
• Smartview / excel led reporting
• Lots of manual checks /
validations
• Copy paste content into Word
and Powerpoint
• E mail and / or sharepoint
based collaboration in a word
document
• Efficient typically 2 out of 10
With Narrative Reporting
August 22, 2019 43
Introducing Management Reporting – New Reporting
• Has been part of Narrative Reporting since Dec 16
• Expected to be available for PBCS customers soon
• Long term ‘replacement’ for Financial Reporting / Migration
capability will exist
• As compared with Financial Reporting
• Equivalent tabular capability
• Enhanced charting
• Modernised interface
• Limited to data in the PBCS / Planning instance
• Some new features may have a lag time before appearing in
EPM cloud (will go to Narrative Reporting 1st)
• Where possible use Narrative Reporting
https://www.youtube.com/watch?v=SL4cB8FEpB0
August 22, 2019 44
What is Oracle Analytics Cloud (OACS)?Enterprise cloud based reporting platform able to deliver operational reporting, data discovery & visualisation, predictive & prescriptive
analytics (Machine Learning & AI) from any data source with controls for data governance and security. OACS enables an organization
to ask any question of any data in any environment on any device.
Enterprise licensing – no user
limits
Access any sources – whether in
the cloud or on-premise with true
end user data discovery capability
Built-in Integration capability
(Data flows, data profiling and
enrichment)
Mobile delivery
Advanced modeling via the
semantic layer for greater data
governance and control
Inbuilt and extendable Advanced
Analytics and Machine Learning
capability
August 22, 2019 45
Oracle Analytics Cloud (OACS)
Oracle Analytics
Named a Leader in
Forrester Wave
https://blogs.oracle.com/analyticscloud/oracle-analytics-
named-a-leader-in-forrester-wave
G2 Crowd
Reviewers:
Leader In Self-
Service BI
https://www.oracle.com/solutions/business-analytics/comparison-chart.html
Video Overview: https://youtu.be/kv3CB21Kelk
August 22, 2019 46
AI and Machine Learning
Artificial intelligence is a broader concept
than machine learning, which addresses the
use of computers to mimic the cognitive
functions of humans. When machines carry out
tasks based on algorithms in an “intelligent”
manner, that is AI.
Examples:
• AI can be a pile of if-then statements
• Expert Systems
• Tax Systems / Calculation
• Autopilot
Artificial Intelligence
Machine learning is a subset of AI and focuses
on the ability of machines to receive a set of
data and learn for themselves, changing
algorithms as they learn more about the
information they are processing.
Examples:
• Predicting Future Attrition based on
constant learning from historical data
• Predicting Movies / Music you may like
based on your history (Netflix / Spotify)
Machine Learning
AI and machine learning are often used interchangeably, but these aren’t the same thing…
Machine learning is a subset of AI. That is, all machine learning counts as AI, but not all AI counts as machine learning.
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Oracle’s ongoing investment into Planning (formerly PBCS) is vast
In Summary
Aim to send out the slides later today
For more information please reach out
Lots more to come
Ahmed’s blog – HyperionJedi.com
Q&A
August 22, 2019 56
connect.dxc.technology/RedRock-OptIn